How do I avoid "Report cannot be submitted: SmartScan still in progress?"

dromard

I have to submit an older report of expenses, but I cannot because SmartScan is still in process for recent receipts that have nothing to do with the older report.

Why am I being blocked? Do SmartScan receipts have to be assigned to a report by default? 

Nicole Trepanier

Hi @dromard! If you are using Scheduled Submit at either the policy or individual level, receipts are automatically assigned to the most recent open report. You can move these of of the report by going to the attachment section of the report and clicking on each receipt. There will be a report dropdown that will allow you to move them to another report or no report at all. Let me know if you have any questions!

Lauren Schurr

Good clarifying question, @dromard! Receipts will be added to the most recently edited/modified Open report. There isn't a way to designate the one report you'd like new receipts to be added to, but I can see how that would be useful. Typically, we recommend completing reports so that you don't have many Open reports as this can become confusing. Let me know if you have any other questions!

dromard

Thanks @Nicole Trepanier

"receipts are automatically assigned to the most recent open report"

Is that actually the most recent opened report, or the report that has most recently had activity? Could I leave a placeholder report open to collect incoming receipts?

dromard

Thanks, @Lauren Schurr

Jeremy Boniface

Hey @dromard,
Scheduled Submit will target the most recently edited Open report when reporting expenses on your behalf!